Black Hat USA 2026 wraps today (Aug 6) — inbox still flooded with Luma reminders, RSVPs, and Roslyn's meeting-location coordination; suppressed as noise per standing rule.
standing
Genesis re-underwriting escalated further today — Holzman shared a live WIP data-request doc with Matt / MassMutual / 406 Ventures, due to Matt by 5pm ET; board meeting Aug 18 now confirmed at The Malin Nomad, NYC with a Zoom option.
exception
Minimal (Jake King) pipeline status conflict — Josh corrected the record that Minimal has not actually been passed on, despite Jul 27 pipeline notes listing it under "To Pass." Added to Signals to Watch (count 1, first seen today).
watch
Compyl's Aug 1 data request to Anton/Newt/Steve crossed the 5-day Waiting On threshold with no reply — moved into the Waiting On panel.
exception
Opsin, Overwatch, and CEVM — reconfirmed dead/stale again this session; zero new hits on any of the three names. Signals to Watch entries updated, still not promoted to standing rule changes without Nishkam's confirmation.
watch
First Calls
0
No genuinely new first-touch founders this window — Black Hat inbound continued to be recruiters, event platforms, and relationship touches (Karambit.AI, Reykur, Evoke Security, Minimal) with contacts who already had thread history.
Events
2
Black Hat USA 2026 — wraps today
Las Vegas
Aug 1-6
Investor lunch — Dreamit/Blu/CIBC
House of Blues, Las Vegas
Aug 6
New Deals (click to expand)
2
CrimsonRay — diligence advancing
CrimsonRay · Aditya Kini / Amol Kabe
Aug 5
Arrakis Security — reconnect in a few weeks
Arrakis Security · Tal (founder)
Aug 5
Turndowns (click to expand)
3
Spotlight Security — turndown sent, closed
Spotlight Security · Katie Kuzin
Aug 1
Gryphon — turndown sent
Gryphon · John
Jul 31
Opsin — turndown sent, stale since Jul 16
Opsin Security · James Pham
Jul 16
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.